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• Getting scripts into hard-to-reach places

  A while back I blogged about injecting scripts into system action screens that don't have custom content field. Well recently I had an epiphany about Translations and using them to embed scripts into... Posted Jul 08 2009, 06:39 by JackAllan with | with 1 comment(s) Filed under: Custom Content, clientside, custom captions, translations, Key Values, Javascript, querystring, JackAllan

• Grabbing and Using Company and Person Context in Some Custom Entity ASP pages

  A little while ago I wrote an article called " Adding the Document Drop Plugin into a Custom Page ". That article provided the code to include activex plugin into a custompage to allow upload... Posted May 12 2009, 04:26 by Jeff Richards with | with no comments Filed under: ASP, custom entity, Context, Key Values, Code Snippets, Document Drop

• Another Trick for Grabbing Key Values in Client Side code

  The code in article has been corrected, 7th May 2009. An individual screen within CRM will be produced as a result of a hyperlink that looks like this: http://servername/crm/eware.dll/Do?SID=5351668533575&Act... Posted May 07 2009, 03:34 by Jeff Richards with | with 3 comment(s) Filed under: Custom Content, sagecrm.com, clientside, Context, Key Values

• Adding the Document Drop Plugin into a Custom Page

  This technique covers the use of the Document Drop ActiveX plugin within a custompage. The Document Drop Plugin is used within Sage CRM to allow the easy upload of documents to the library and will also... Posted Mar 30 2009, 10:43 by Jeff Richards with | with 4 comment(s) Filed under: ASP, COM, create script, custom entity, Key Values, Library, Document Drop, Plugins, Values() Collection

• Passing Parameters and Automatic Logons

  Some time ago I wrote an article " Passing Parameters Directly to CRM on Startup ". The example I gave in that post was a URL that could be sent to someone in an email. The URL hyperlink when... Posted Feb 25 2009, 01:00 by Jeff Richards with | with no comments Filed under: System Actions, Key Values, Parameters

• Understanding GetContextInfo()

  GetContextInfo() is perhaps the most commonly used method within the Sage CRM API. This is both within internal code (Create scripts, Validate scripts etc) and application extensions which maybe either... Posted Jan 23 2009, 09:56 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, Context, Key Values, C#, Caching

• Customizing a Screen

  This article has been updated to correct links. A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other selection from the interface. A URL of... Posted Jan 23 2009, 08:38 by Jeff Richards with | with no comments Filed under: System Actions, List Block, Context, Key Values, Entry Screen, PipeLineGraphic, Edit Screen, Meta Data

• Combining CRM WebServices and ASP.NET

  The links in this article have been corrected and updated. It might seem that you can't use ASPX pages in the context of Sage CRM, but that is not the case as you can see from the simple example below... Posted Jan 22 2009, 02:46 by Jeff Richards with | with 1 comment(s) Filed under: Web Services, Key Values, ASP.NET

• Grabbing Key Values client side

  This article has been updated and corrected. This is a little trick that has to fall into the category " and not a lot of people know that ". Quite a while ago I posted an example of how to carry... Posted Jan 05 2009, 10:32 by Jeff Richards with | with 3 comment(s) Filed under: Custom Content, sagecrm.com, COM, clientside, Context, Key Values, Textpad, Recent List

• Long List of Key Values for Sage CRM 6.2

  Please see the previous articles that discuss the Key values in Sage CRM URLs. PreviousDominantKey = -1; DominantKey = 0; CompanyId = 1; //current company PersonId = 2; //person we are CURRENTLY viewing... Posted Oct 15 2008, 09:04 by Jeff Richards with | with no comments Filed under: Context, Key Values

• Is this the final word on what the URL variables mean?

  A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other selection from the interface. A URL of a Case's Summary Screen will look something... Posted Feb 17 2008, 10:00 by Jeff Richards with | with no comments Filed under: System Actions, Key Values, Mode

• How did I get Here?

  In this post I would like to consider how you can establish whether a page has just been called via a hyperlink (from the tab) or it has been called because "Save" action button has been pressed... Posted Oct 17 2007, 10:00 by Jeff Richards with | with no comments Filed under: Tab, System Actions, ASP, buttons, Key Values, Mode

• How do Identify the underlying action of a screen?

  Sometimes the underlying action of a screen is obscure. You can normally expect to be able to see the action being called in the URL of the hyperlink. For example: http://zeus/crm/eware.dll/Do?SID=172491750769593&Act... Posted Aug 16 2007, 10:00 by Jeff Richards with | with no comments Filed under: System Actions, Key Values

• Access Team IDs from within ASP pages linked to Team menu

  In an ASP page to get the currentusers team or the selected users team you can access this with the normal GetContextInfo method. var intTeam = eWare.GetContextInfo("user", "user_primarychannelid"... Posted Aug 13 2007, 10:00 by Jeff Richards with | with no comments Filed under: ASP, Context, Key Values

• Passing Parameters Directly to CRM on Startup

  This is useful when creating emails to allow the recipient of the email to click on a hyperlink that will open a browser and present them with a logon screen. Once the recipient/user has logged on they... Posted Jul 25 2007, 10:00 by Jeff Richards with | with no comments Filed under: System Actions, Key Values, Parameters